Smart View Training -...

1 CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016

CalRptg

HCP

(Human Capital Planning)

CalPlan

HCPRptg

Smart View

Budget Process Tools Smart View Ad Hoc Basics 1

102716


What is your particular purpose for querying into your CalPlanning data with Smart View

ldquoAn ad hoc committeerdquo


Smart View Defined

Map the Smart View Key Ad Hoc Grid Components

Setting Options

Zooming and Removing Data in the Ad Hoc Grid

Smart View Resources

1

2

3

4

Agenda

5


Smart View Ad Hoc Basics 1 Learning Objectives

bull Explain how and when you can use Smart View and the Oracle Essbase connection

bull Define the key components of the Ad Hoc Grid bull Practice navigating basic Smart View Ad Hoc functionality

including how to bull Select Dimension Members bull Maneuver the Point of View bull Set User Options bull Locate and manage data display in the grid bull Refresh and save data

bull Identify where to go to access Smart View and get support



bull Review how and when you can use Smart View and the Essbase connection

bull Discuss your Smart View Ad Hoc queries bull Practice navigating Smart View Ad Hoc functionality

including how to bull Create multiple POVs within a grid bull Pivot Dimensions bull Cascade a report across multiple entities

bull Explore Importing CalPlanning Reports into Smart View bull Identify where to go to access Smart View and get

support


Smart View Ad Hoc Basics 1 Materials

Classroom Handouts bull Smart View Ad Hoc Basics 1 Slide Presentation bull Smart View Ad Hoc Basics Exercise Guide

On-Line bull Training Evaluation bull Smart View Job Aids and Materials


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Defined

Smart View is a Microsoft Office add-in for use in Excel Word amp PowerPoint that provides access to CalPlanning data from

bull CalPlan bull CalRptg bull HCPRptg

Smart View

Smart View provides

bull Ad hoc query capability within MS Excel

bull Access to live data to develop user specific queries

bull Data analysis results stored as Excel documents

bull Imports query ready or formatted CalPlan CalRptg amp HCPRptg financial reports into Excel

bull Imports financial reports into MS Word or PowerPoint as document image

9

`

BFSBAIRS CALPLANNING HR

Planning

Reporting

HCPRptg

HCM Human Capital Management

Position Management

Actuals amp Encumbrances

Actuals

Operating Budget amp Forecast Plan Data

Summarized Actuals

Summarized Compensation Plans

Detailed Position amp Employee

Compensation Plans

BAIRS

CalPlan

HCP Human Capital Planning

Detailed Employee

Payroll amp FTE Actuals

Detailed Employee amp

Position Data

5xDaily Monthly

Annual Snapshot 5xDaily

HCM snapshot on 1tbd2017 of

active data from 7012016 and

forward

5xDaily

Flow and Timing In Our Financial Landscape

Nightly

PPS Payroll Personnel

System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS

Data pushes every three hours between 900am and 900pm Check httpbudgetberkeleyedusystemscalplanning for more on the data push schedule and updates to CalPlanning system availability

Berkeley Financial System

Berkeley Administrative Initiative Reporting System

Nightly

Job Aid

TBD for FY2017-18


Smart View via CalPlan vs CalRptg cube

CalPlan POV

CalRptg POV

CalRptg Cube bull Read Only access for Planners and

Reporting Only roles bull Plan values amp detailed Actual data (daily) by

bull Account bull Fund bull Chart1

bull Access to additional Dimensions bull Time Series- YTD QTD MTD rounding bull Chartfield 2 bull Program Code

CalPlan Cube bull Read Only Access available for

Planner roles bull Plan values by

bull Account bull Fund bull Chartfield 1

bull Subset of Dimensions Available bull Actual data mapped to Plan Only

Members


Available Dimensions in CalPlanning Tools Dimension CalRptg CalPlan HCP HCPRptg Smart View

Year radic radic radic radic

Period radic radic radic radic

Scenario radic radic radic radic

Version radic radic radic radic

Account radic radic radic radic

Entity radic radic radic radic

Fund radic radic radic radic

Chart1 radic radic radic radic

Chart2 radic radic

Time Series radic radic

Program Code radic radic

Employee radic radic

Position radic radic

Earn Code radic

Job Code radic

HCP and HCPRptg only include Compensation related accounts

Mirrors Source Tool Availability


Smart View Connections

3 Smart View Shared Connection 1 Essbase Creates ad hoc queries from CalPlanning data cubes

2 Hyperion Planning Open data input forms from CalPlan and HCP Smart View forms offer same functionality as those in CalPlanning Workspace

3 Reporting and Analysis Framework Import financial reports from CalPlan CalRptg and HCPRptg in fully formatted or query ready format for further ad hoc analysis


Smart View amp Essbase Ribbons Once Smart View is installed on your desktop or accessed via Citrix MS Office applications will display a Smart View Tab and Ribbon

Once you login and connect to Smart View an Essbase Tab and Ribbon will display


Accessing Smart View via CITRIX

2 Download the Citrix receiver (1st time only) and login using your CalNet ID amp password

CITRIX remote desktop provides an easy way to access Smart View in addition to CalPlanning and avoids any browser compatibility issues

1 Click the CITRIX link on the CalPlanning website httpbudgetberkeleyedusystemscalplanning

3 Select Smart View


Connecting to Essbase in MS Excel 1 of 2

1 Open MS Excel 2 Go to the Smart View ribbon and click the Panel icon

3 From the Smart View Panel click on Shared Connections You will be prompted to enter your User Name and Password

User Name and Password are your CalNet ID and Passphrase



4 Choose Oracle Essbase in the ldquoSelect Server to proceedrdquo dropdown

5 Drill into the EssbaseCluster-1 to

find silo CalRptg rarr CalRptg cube

6 Click on Ad hoc analysis at the bottom left-hand corner to connect to the CalRptg cube


Letrsquos practice Getting Started in Smart View

Smart View Ad Hoc Basics 1

Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Ad Hoc Key Components After this section you should be able to

Describe the components of a Smart View Ad Hoc grid

Locate and describe key icons on the Essbase Ribbon

Toggle your Point of View (POV) from the default to the grid

Edit dimension members in

1 Member Selection dialog boxes

2 POV dialog box

3 Directly in fields with free form entry

Create and refresh ad hoc query

Disconnect from Essbase


Default Ad Hoc Grid

Once connected to Essbase Smart View displays the bull Essbase tab and ribbon bull Default Point of View (POV) in Row 1 of the sheet bull Account dimension in the row display area bull Period dimension in the column display area bull Intersection of data in cell B3 8539030951


Essbase Ribbon - POV Clicking the POV icon on the Essbase ribbon moves the POV between the default position in Row 1 of the ad hoc grid to a floating POV Box in the ad hoc grid with Row 1 hidden B3 is the intersection of POV

Default POV

Click POV

Floating POV


Setting Your POV is KEY

bull Each Dimension in the POV defaults to the top level member

Smart View offers 4 options to edit your POV 1 Essbase Ribbon Member Selection 2 Dimension Label Drop Down Member Selection 3 Free Form Entry 4 POV Dialog Box

4

1

3

2


Selecting POV Dimension Members Option 1 Essbase Ribbon Member Selection

1 Click the Dimension label cell in the default POV row

2 Click Member Selection on the Essbase Ribbon

3 From the Member Selection dialog box select the members from the right-hand section by clicking on the member

4 Click on the left-pointing arrow to remove

5 Check the box next to the member in the left hand section that you want to include

6 Click on the right-to right-hand pointing arrow to move it section

7 Click ldquoOKrdquo

1

2

3

5 6

7 4

Default POV Row


Selecting POV Dimension Members Option 2 Dimension Label Drop Down Member Selection


2 Click on the arro

3 Either type the member name in the text field

4 From the Member Selection dialog box first remove members from the right-hand section by clicking on the member and then clicking on the left-pointing arrow

5 Then check the box next to the member you want to include



4 5

6 3

1 2

3


Selecting POV Dimension Members Option 3 Free Form Entry Member names can also be typed directly into the cells

Type Total Expenses into the Account cell and click Refresh


Selecting POV Dimension Members Option 4 Floating POV Box

1 Click on the POV icon in the Essbase ribbon to create a floating POV box

2 Click on the ellipsis ldquohelliprdquo from the Dimension drop-down to select a member

3 The Member Selection window will appear Move members out of the selection pane on the right by clicking the left-pointing arrow

4 Check the box in front of the member

5 Click the right-pointing arrow to move it to the Selection Pane

6 Click OK

1 2

3 4

5

6


Account Options in Smart View

Primary Account Hierarchy - Allows users to access the CalPlanning Account Hierarchy

Alternate Account Hierarchy - Allows users to access hierarchies created by request for alternate reporting such as a hierarchy showing Recharge as Revenue

Unknown Account Hierarchy ndash Not valid for reporting


Refresh ndash Smart View amp Essbase Ribbons

Refresh - retrieves data from the reporting cube based on POV member selections and updates the appropriate cells in the ad hoc grid


Setting Your POV

Smart View Ad Hoc Basics

Exercises 2


Smart View Undo Smart View Redo

Smart View provides Undo and Redo functionality to revert to and return to previous selections


Saving Essbase Files in Smart View Saving Ad Hoc Queries Save your Smart View ad hoc query as an Excel document for future use

Sheet Reuse Options bull Select how you would like to reuse

the content on an existing query bull Once saved reopen and reconnect

to the database to refresh data


Recently Used Connections Once you have made a connection to Smart View you will be able to connect using the Recently Used connections

Simply click the Home icon on the connection panel and you will be prompted to enter your User Name and Password to connect You will bypass the ldquoShared Connectionsrdquo process


When creating your Smart View ad hoc query begin by asking bull What question(s) am I trying to solve for with this ad hoc analysis bull What POV intersection of will return the data needed to answer

a What were the total revenues for the College of Natural Resources in FY16 by current funds

What POV member selections will return your answer

Staying at a high level member will ensure you are capturing all data in that hierarchy

Speed POV Last Yearrsquos Revenue


Speed POV Revenue This Year

b What is the total revenue so far this year in the College of Natural Resources for current funds



c What are the total revenues and expenses by current funds in the College of Natural Resources so far this year

What member selections will return your answer

Speed POV Revenue amp Expenses This Year


d What are the forecasted total revenues amp transfers and expenses by current funds in the College of Natural Resources this year


Speed POV Forecasted Total Expenses amp Revenues amp Transfers This Year


e What is the College of Natural Resourcersquos forecasted total expenses total revenues amp transfers to date compared to last yearrsquos Actual to date by current funds


Speed POV Forecasted vs Actual Total Expenses amp Revenues amp Transfers by Like Timeframe


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Options Options or user preferences in Smart View offer flexibility in accessing and displaying query data and are a key component to the power of Essbase

bull The Options menu in Smart View allows you to set application preferences

bull Different Options are recommended for different connections and queries


Member Options Names and Alias bull Member Name and Alias -Displays both member name and alias in row

dimensions bull Additional column will be added to show one column with member

name and one column with alias

Alias Member

Name


Essbase Change Alias bull Alias Table = Default Displays alias amp member name for all dimensions bull Alias Table = None Displays member name only for all dimensions


Member Options ndash Formulas and Formatting Preserve Formulas and Comments bull If unchecked formulas and comments will be lost on all ad hoc commands

Formula and Format Fill bull Propagates formulas and formatting of selected member to zoomed members


Smart View Options ndash Data Options Suppress Rows bull Must be unchecked to start an ad hoc query bull Once a query is started you can choose to suppress rows that have lsquo0rsquo or missing

data

Replacement bull Determine the

method for displaying no data or no access

bull Recommended to select NumericZero for no data to allow for Excel calculations


Smart View Options - Formatting

Use Excel Formatting bull Check to use Excel formulas and formatting options correctly bull Unchecked Smart View formatting will override Excel formatting bull Unchecked data refreshes or movement of dimension within the ad hoc

grid will override Excel formatting bull Check Move Formatting on Operations to dynamically move Excel

formatting when changing the Smart View query


Saving Smart View Options

Save as Default Options bull Once all options settings are made select the dropdown arrow next to lsquoOKrsquo

and Save as Default Options bull NOTE Updating the Suppress Rows option should be unchecked


Error Remove Suppress Missing and Zero

bull If you get this common error when selecting the Ad Hoc Grid it means that your Smart View Data Options are suppressing ldquoNo Data Missingrdquo and ldquoZerordquo

bull To fix simply click on the Options Box in the Smart View Ribbon and Select ldquoData Optionsrdquo Uncheck the box for Suppress Rows ldquoNo Data Missingrdquo and ldquoZerordquo

bull Click on Ad Hoc Grid and your POV and data intersection will appear


Setting Smart View Options


Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Essbase Ribbon Features

bull Zoom In bull Zoom Out bull Keep Only bull Remove Only bull Member Selection bull Refresh


Zoom In amp Zoom Out

bull Zoom In drills down to display lower level members within the selected dimension hierarchy

bull Zoom Out drills up to display higher level members within the selected dimension hierarchy


Zoom In Options Defined Next Level bull Retrieve data for the children of the selected members All Levels bull Retrieve data for all descendants of the selected

members Bottom Level bull Retrieve data for the lowest level of members in the

selected dimension Same Level bull Retrieve data for all members at the same level as the

selected member Sibling Level bull Retrieve data for the siblings of the selected members Same Generation bull Retrieve data for all members of the same generation as

the selected members Formulas bull Retrieve data for all members referenced in the formula

or consolidation of the selected member


Zoom In Option Settings

bull Zoom In Option Settings determines to what level clicking the Zoom icons will go

1

2


Keep Only amp Remove Only bull Keep Only Allows you to display only specific selected member(s) bull Remove Only Allows you to delete only specific selected

member(s)

Note This functionality only works when selecting members from one dimension at a time

1

2


Opening a Saved Smart View Workbook


Exercise 5


Practice


Exercise 6


Build a SRECNA from Scratch


Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Budget Process Calendar on bConnected Follow these steps to display the Budget Process calendar within your bConnected calendar

1 From bConnected calendar navigate to the left frame

2 In the Other calendars field type Budget_Process to locate ldquoBudget_Process Departmentalrdquo ltbudget_processBerkeleyedugt

3 Click on Budget_Process Departmental link display the calendar in your list of Other calendars

4 Select the Budget Process Calendar when you would like to review upcoming Budget related events relevant to CalPlanning Community Members within your calenda


CalPlanning Website

httpbudgetberkeleyedusystemscalplanning

Check out the CalPlanning website for up to date info on bull Browser and Citrix Links

to the CalPlanning Workspace

bull Training reference materials and local unit support

bull Latest news and system updates

bull Monthly Actuals Upload Schedule

bull Help Desk Information


CalPlanning Availability amp Data Push Schedule CalPlanning Availability

bull Available Monday ndash Friday 8am-5pm with technical support except University holidays

bull Available Monday ndash Friday 7am-8am 5pm-3am and weekends but without technical support

bull Unavailable 3am-7am daily

CalPlanning plan data is pushed from bullHCP to both CalPlan and HCPRptg and from bullCalPlan to CalRptg

5 times daily in the first 15 minutes of the hour starting at 900am and then every three hours until 900pm Do not run CalPlanning reports (CalPlan CalRptg HCPRptg and Smart View) for the first 15 minutes of the push hours to avoid an incomplete refresh of your data Do not run reports during the push

Data Push Schedule 900am - 915am

1200pm - 1215pm 300pm - 315pm 600pm - 615pm 900pm - 915pm

CalPlanning Data Push Schedule


Smart View Resources httpbudgetberkeleyedusystemscalplanningtrainingjob-aids


Smart View Installation for PC

bull To use Smart View the software add-in needs to be installed on your computer You will need to work with your local IT personnel for this installation

bull The Smart View add-in and installation instructions are available at Software Central and is titled ldquoSmart View Plug-In for Cal Planningrdquo

httpistberkeleyedusoftware-centralsmartview

bull The Smart View add-in installation adds a new menu and toolbar


System Requirements for CalPlanning

Access the web-based Workspace at either bull httpscalpln-rptportalberkeleyeduworkspaceindexjsp bull httpscitrixberkeleyedu

Details on the system requirements for CalPlanning (including Mac access) The Help Desk-supported system requirements for CalPlanning are

bull Internet Explorer 10x and Internet Explorer 11 with Enterprise Mode

bull Windows 7 amp 81 bull Microsoft Office 2007 2010 or 2013 bull Adobe Acrobat Reader 70+ or higher


Support Technical and Non-Technical

For technical help with the CalPlanning tool (including logging into or using CalPlan CalRptg HCP HCPRptg and Smart View) contact

bull CalPlanning Help Desk Hours 8 am to 5 pm Monday - Friday except for University holidays E-mail calplanhelpberkeleyedu Phone (510) 664-9000 Phone Tree Option 1 (IT) Option 2 then Option 4 (CalPlanning)

For non-technical Budget Process help including questions about your Divisionrsquos requirements decisions for your unit and your CalPlanning access contact your

bull local CalPlanning Support Person bull Divisional Finance Leader (DFL) bull Campus Budget OfficePortfolio Budget Office (PBO)

Email budgetberkeleyedu Website httpbudgetberkeleyeduindexhtml


APPENDIX


Smart View Ribbon

When you connect to any of the MS Office applications you should see a Smart View Ribbon

GROUP BUTTON DESCRIPTIONPanel Allows you to open the Smart View PanelConnections Displays active or recently used connectionsUndoRedo Allows you to undo or redo your last operationCopy Data PointPaste Data Point Allows you to copy a data point or paste a previously copied data pointFunctions Allows you to Open the POV Manager or build a function formulaRefresh Refresh the data on the current worksheet from the data sourceSubmit Data Submits data entered via Smart ViewOptions Allows you to set how data is displayedHelp Opens Smart View online helpSheet Info Displays general and connection information for the worksheetMore Additional worksheet options

Start

Edit

Data

General

Sheet1

Sheet2

Sheet3


Essbase Ribbon This ribbon opens once you have connected to Essbase

GROUP BUTTON DESCRIPTION

Zoom InZoom OutZooms inout to members within the selected dimension hierarchy Option include Next Level All Levels Bottom Level Same Level Sibling Level Same Generation Formulas

Pivot Pivots dimensions from rows to columns or columns to rows Options include Pivot (on grid) Pivot To POVKeep OnlyRemove Only Keeps or removes members and associated data for the highlighted cell(s)Member Selection Opens the Member Selection dialog boxQuery Opens options to design a query Options include Query Designer Run Report Execute MDX Data FilterMember Information Displays information about the selected member generation level formulas comments attributes UDAs

Preserve FormatPreserves the cell formatting This option is not available when the Use Excel Formatting checkbox has been selected in the Options menu

Change Alias Opens Alias Table which allows toggle between display member aliases or notData Perspective Tracks changes in values across an independent dimensionSmart Slice Saves the current grid as a Smart SliceCascade Creates separate reports on any dimension Options include Same Workbook New Workbook Different Workbook

RefreshRefreshes the data on the current worksheet from the data source Options include Refresh (current worksheet only) Refresh all Worksheets

POV Displayshides the POV dialog boxView Comments From a l ist of all comments on the grid select comments to view or editCalculate Recalculates the database after submitting changed data to see the results of the changeVisualize Displays selected dynamic data in an Excel grid or in Visual ExplorerDril l-through Displays a l ist of available dril l-through reports for the selected cellLinked Objects Associates cell notes external fi les and URLs with the selected data cellAdjust Adjusts the value of the selected data cells by a percentage or fixed valueSubmit Data Submits data entered via Smart View

Analysis

Data

Sheet1

Sheet2

Sheet3


Key Concepts ndash Hierarchy Terms

Hierarchy Understanding the Hyperion Family Tree Parent

A member that has an aggregated branch (children) below it bull Eg Q1 is the parent to Jul Aug and Sep

Children Members that roll up to a parent bull Eg Jul Aug and Sep are children of the parent Q1

Descendants All the members regardless of whether they are children or parents in the hierarchy that report under a particular member bull Eg Quarters and months are descendants of Year Total


Key Concepts ndash Generation vs Levels

Generation A layer in a hierarchical tree structure that defines member relationships in Essbase Essbase orders generations incrementally from the top of the dimension (root) hierarchy to the bottom (leaf)

Levels A branch within a dimension The levels are numbered incrementally from the leaf member (level 0) towards the root

Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined



Available Dimensions in CalPlanning Tools


Smart View amp Essbase Ribbons





Agenda

Smart View Ad Hoc Key Components

Default Ad Hoc Grid

Essbase Ribbon - POV




Selecting POV Dimension Members Option 3 Free Form Entry




Setting Your POV


Saving Essbase Files in Smart View

Recently Used Connections


Slide Number 37

Agenda

Smart View Options

Member Options Names and Alias

Essbase Change Alias

Member Options ndash Formulas and Formatting

Smart View Options ndash Data Options





Agenda



Zoom In Options Defined


Keep Only amp Remove Only


Practice


Agenda

Budget Process Calendar on bConnected

CalPlanning Website

CalPlanning Availability amp Data Push Schedule





Slide Number 65

Smart View Ribbon

Essbase Ribbon




Analysis Zoom InZoom Out Zooms inout to members within the selected dimension hierarchy Option include Next Level All Levels Bottom Level Same Level Sibling Level Same Generation Formulas

Pivot Pivots dimensions from rows to columns or columns to rows Options include Pivot (on grid) Pivot To POV

Keep OnlyRemove Only Keeps or removes members and associated data for the highlighted cell(s)

Member Selection Opens the Member Selection dialog box

Query Opens options to design a query Options include Query Designer Run Report Execute MDX Data Filter

Member Information Displays information about the selected member generation level formulas comments attributes UDAs

Preserve Format Preserves the cell formatting This option is not available when the Use Excel Formatting checkbox has been selected in the Options menu

Change Alias Opens Alias Table which allows toggle between display member aliases or not

Data Perspective Tracks changes in values across an independent dimension

Smart Slice Saves the current grid as a Smart Slice

Cascade Creates separate reports on any dimension Options include Same Workbook New Workbook Different Workbook

Data Refresh Refreshes the data on the current worksheet from the data source Options include Refresh (current worksheet only) Refresh all Worksheets

POV Displayshides the POV dialog box

View Comments From a list of all comments on the grid select comments to view or edit

Calculate Recalculates the database after submitting changed data to see the results of the change

Visualize Displays selected dynamic data in an Excel grid or in Visual Explorer

Drill-through Displays a list of available drill-through reports for the selected cell

Linked Objects Associates cell notes external files and URLs with the selected data cell

Adjust Adjusts the value of the selected data cells by a percentage or fixed value

Submit Data Submits data entered via Smart View

Year Scenario Version Total Entity Fund Program_Code Chart1 Chart2 Time_Series

Period

Account Account 85390309509


Analysis Zoom InZoom Out Zooms inout to locate members within the selected dimension hierarchy Option include Next Level All Levels Bottom Level Same Level Sibling Level Same Generation Formulas







Change Alias Opens Alias Table which allos togle between display member aliases or not

Data Perspective Track changes in values across an independent dimension

Smart Slice Save the current grid as a Smart Slice

Cascade Create separate reports on any dimension Options include Same Workbook New Workbook Different Workbook

Data Refresh Refresh the data on the current worksheet from the data source Options include Refesh (current worksheet only) Refresh all Worksheets

POV Displays or hides the POV dialog box









Start Panel Allows you to open the Smart View Panel

Connections Displays active or recently used connections

Edit UndoRedo Allows you to undo or redo your last operation

Copy Data PointPaste Data Point Allows you to copy a data point or paste a previously copied data point

Functions Allows you to Open the POV Manager or build a function formula

Data Refresh Refresh the data on the current worksheet from the data source


General Options Allows you to set how data is displayed

Help Opens Smart View online help

Sheet Info Displays general and connection information for the worksheet

More Additional worksheet options

Year Scenario Version Total Entity Fund Program_Code Chart1 Chart2 Employee Position Time_Series

Period

Account Account 0


What is your particular purpose for querying into your CalPlanning data with Smart View

ldquoAn ad hoc committeerdquo


Smart View Defined


Setting Options



1

2

3

4

Agenda

5













support






Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Defined



Smart View

Smart View provides






9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Defined


Setting Options



1

2

3

4

Agenda

5













support






Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Defined



Smart View

Smart View provides






9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0













support






Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Defined



Smart View

Smart View provides






9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0






Smart View Defined


Setting Options



1

2

3

4

Agenda

5


Smart View Defined



Smart View

Smart View provides






9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Defined



Smart View

Smart View provides






9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0

9

`


Planning

Reporting

HCPRptg


Position Management


Actuals


Summarized Actuals



Compensation Plans

BAIRS

CalPlan


Detailed Employee



Position Data

5xDaily Monthly




forward

5xDaily


Nightly


System

Monthly

Nightly

Smart View


Position Data

CalRptg

BFS




Nightly

Job Aid

TBD for FY2017-18



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0



CalPlan POV

CalRptg POV









Members











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0











Chart2 radic radic





Earn Code radic

Job Code radic
















3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0














3 Select Smart View















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0















Exercise 1


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0








2 POV dialog box





Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Default Ad Hoc Grid




Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0



Default POV

Click POV

Floating POV





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0





4

1

3

2










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0










1

2

3

5 6

7 4

Default POV Row




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0




2 Click on the arro






4 5

6 3

1 2

3











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0











6 Click OK

1 2

3 4

5

6










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0










Setting Your POV


Exercises 2



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

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Analysis

Data

Sheet1

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Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0



































Smart View Defined


Setting Options



1

2

3

4

Agenda

5









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0









Alias Member

Name








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0








data





















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


















Exercise 4


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Defined


Setting Options



1

2

3

4

Agenda

5


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


















1

2



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0



member(s)


1

2




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0




Exercise 5


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Practice


Exercise 6




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0




Homework


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Defined


Setting Options



1

2

3

4

Agenda

5








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0








CalPlanning Website








































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0

































APPENDIX


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0


Smart View Ribbon



Start

Edit

Data

General

Sheet1

Sheet2

Sheet3










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period




































Period

Account Account 0










Analysis

Data

Sheet1

Sheet2

Sheet3











Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon

























Period

































Slide Number 1

Slide Number 2

Agenda




Agenda

Smart View Defined










Agenda


Default Ad Hoc Grid









Setting Your POV





Slide Number 37

Agenda

Smart View Options









Agenda







Practice


Agenda


CalPlanning Website






Slide Number 65

Smart View Ribbon

Essbase Ribbon



GROUP		BUTTON		DESCRIPTION

Analysis		Zoom InZoom Out		Zooms inout to members within the selected dimension hierarchy Option include Next Level All Levels Bottom Level Same Level Sibling Level Same Generation Formulas

	Pivot		Pivots dimensions from rows to columns or columns to rows Options include Pivot (on grid) Pivot To POV

	Keep OnlyRemove Only		Keeps or removes members and associated data for the highlighted cell(s)

	Member Selection		Opens the Member Selection dialog box

	Query		Opens options to design a query Options include Query Designer Run Report Execute MDX Data Filter

	Member Information		Displays information about the selected member generation level formulas comments attributes UDAs

	Preserve Format		Preserves the cell formatting This option is not available when the Use Excel Formatting checkbox has been selected in the Options menu

	Change Alias		Opens Alias Table which allows toggle between display member aliases or not

	Data Perspective		Tracks changes in values across an independent dimension

	Smart Slice		Saves the current grid as a Smart Slice

	Cascade		Creates separate reports on any dimension Options include Same Workbook New Workbook Different Workbook

Data		Refresh		Refreshes the data on the current worksheet from the data source Options include Refresh (current worksheet only) Refresh all Worksheets

	POV		Displayshides the POV dialog box

	View Comments		From a list of all comments on the grid select comments to view or edit

	Calculate		Recalculates the database after submitting changed data to see the results of the change

	Visualize		Displays selected dynamic data in an Excel grid or in Visual Explorer

	Drill-through		Displays a list of available drill-through reports for the selected cell

	Linked Objects		Associates cell notes external files and URLs with the selected data cell

	Adjust		Adjusts the value of the selected data cells by a percentage or fixed value

	Submit Data		Submits data entered via Smart View

Smart View Training -...

Documents

Transcript of Smart View Training -...

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